Sequoia Financial Advisors, L.L.C.
● SEC registered since 2002CRD 117756SEC# 801-61089Akron, OH
Ranks #400 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$32.24B
Fund GAV
$1.64B
Private funds
17
Employees
424
Accounts
39,636
Location
Akron, OH
Sequoia Financial Advisors, L.L.C. assets under management
Sequoia Financial Advisors, L.L.C. is an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2002. It reports $32.2 billion in regulatory assets under management and employs 424 people. Sequoia Financial Advisors, L.L.C. manages 17 private funds with combined gross assets of $1.6 billion, including Sfg Global Equity Strategy Institutional, LP. By regulatory assets, it ranks 400 of 6,004 private fund managers.
Sequoia Financial Advisors, L.L.C. private funds
17 funds · $1.64B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sfg Global Equity Strategy Institutional, LP | Hedge | $831.9M | $250K |
| Zca Niche Credit Opportunities Fund, LP | Other Private | $328.9M | $250K |
| Zca Hedged Credit Strategy, LP | Hedge | $107.2M | $250K |
See all 17 funds — unlock the full record.
Join to unlock · $37/moSequoia Financial Advisors, L.L.C. owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annelise Waterfall McCauley Control | Evp, Chief Client Experience Officer | Under 5% | 2021 |
| Christopher Brian Thom Control | Evp, Chief Strategy & Partnership Officer | Under 5% | 2024 |
| Jennifer Koch Control | Senior Vice President, Organizational Development | Under 5% | 2019 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sequoia Financial Advisors, L.L.C. manage?
Sequoia Financial Advisors, L.L.C. reports $32.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Sequoia Financial Advisors, L.L.C. manage?
Sequoia Financial Advisors, L.L.C. manages 17 private funds with combined gross assets of $1.6 billion.
How many employees does Sequoia Financial Advisors, L.L.C. have?
Sequoia Financial Advisors, L.L.C. reports 424 employees.
Where is Sequoia Financial Advisors, L.L.C. located?
Sequoia Financial Advisors, L.L.C. is based in Akron, OH and has been SEC-registered since 2002.
Does Sequoia Financial Advisors, L.L.C. disclose fund performance?
Sequoia Financial Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Embassy Parkway, Akron, OH 44333 |
| Phone | 330-375-9480 |
| Fax | 833-267-4550 |
| Office hours | 8:30a.m.- 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1599900 |
| Discloses disciplinary history | No |
Regulatory AUM
$32.24B▲ 40%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$32.24Bregulatory AUM
Discretionary $30.64BNon-discretionary $1.6B
Fund type mix
Private Equity7
Hedge5
Real Estate4
Other Private1
Service providers
Auditor
Prime broker
Custodian
Administrator